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PICKERING · EB-5 FIELD GUIDE

Are temporary-status expenses included in the EB-5 budget?

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THE DIRECT ANSWER

Often they are separate. Any necessary extension, work-authorization, travel or adjustment-related work depends on eligibility and the chosen strategy and should be identified explicitly in the professional scope.

Budget for the actual transition route

Ask counsel to distinguish the investor petition, residence-stage applications and any independent temporary-status matters for each family member. Verify current government fees at filing and avoid assuming every potential application is available. Keep project capital and administration charges separate.

A quote that covers only investment petition preparation may omit important expenses needed to manage the family’s existing immigration position. Ask for the scope to name three separate bodies of work, because a quote covering one is frequently read as covering all. The first is the investor petition.

The second is the residence-stage work, whether consular or adjustment. The third is whatever is needed to maintain each family member existing temporary position across the intervening period, which may include extensions, work-authorization applications or a change of status, and which depends on eligibility and strategy. Ask counsel to distinguish them in writing and to say which are excluded.

Verify current government fees at filing and avoid assuming every potential application is available to a given person. Keep project capital and administration charges outside this budget entirely.